Configuring automated task settings

  1. Log in as CMsetup administrator.
  2. Access Case Management from the navigation menu.
  3. Select Administration > Case Management Admin.
  4. Click Application Settings.
  5. Navigate to the Automated Tasks section.
  6. To configure the automated archiving of cases:
    1. If an automated archive task has been implemented, select Active from the Archive Task dropdown.
    2. In Archive Cases Older than, select the number of days preceding the automated task's run date for which reports are included in the task.

      For example, a value of seven archives cases that were closed seven days before the date the task runs.

  7. To configure the settings for automated case reminders:
    1. If an automated reminder task has been implemented, select Active from the Reminder Task field.
    2. In Days prior to reminder date, select the number of days before the automated task's run date for which cases are included in the task.
  8. If an automated survey reminder is implemented, set Survey Reminder Task to Active. Verify that the Survey Reminder notification is enabled for each population whose members receive reminders.
  9. If SLA is displayed on a case form, set Check SLA At Risk/Missed Task to Active.
  10. Click Update.